Dave Rich, Cfa, Cmt, Mba Email & Phone Number

Tampa, FL, US

Tampa, Florida, US

Solo tent camping, road cycling, trail cycling, hiking around northern Georgia, western North Carolina

Clearwater, Florida, US

Private air charter and aircraft management.

Tampa, FL, US

Family-owned comprehensive ophthalmology practice with Florida clinic and surgery center (ASC) locations accross central Florida. Accounting and finance, long-term planning, capital allocation, M&A, financial reporting consolidation framework.

Tampa, Florida, US

Head of Global Financial Planning and Analysis including budgeting and forecasting for approximately 270 triathlon, marathon and trail biking events accross 65 countries using 30 foreign (non-USD) functional currencies. Global business severely impacted by COVID.

Satellite Beach, Florida, US

I decided to use this space for a light title and tribute to my health and constitution.In 2019 I received a revolutionary cervical spine implant (C5-C7). My wife and I joke that I'm part robot (the titanium screws and stems cell sheaths prove it).LinkedIn doesn't like the skills I tried to apply so here the are: #resilience, #patience, #grit.

Oldsmar, Florida, US

Vology Inc. subsidiary serving buyers of refurbished IT equipment and professional services. Personal referral into COO role for purpose of downsizing pre-owned equipment business processes, warehouse operations, equipment testing, inventory and customer accounts.

New York, NY, US

FKA Global Convergence, Inc. (GCI). Referred by mid-market commercial lender to recapitalize and extract lender from $30M ABL relationship. Completed recapitalization; interim loan compliance remediation plan; organizational restructuring of accounting and finance team. Also structured closure of $100M unprofitable product distribution business unit.

Largo, Florida, US

Family-owned comprehensive ophthalmology practice. Structured and project managed sale-readiness and due diligence, resulting in 12.5x EBITDA acquisiton offer (among highest ophthalmology roll-up tx multiples). Acquired.

Clearwater, FL, US

• Vology was a Tampa-based IT Solutions provider.Role is promotion from Vology Director of Finance and Operations in which served for three years.Directed M&A execution, as well as teams of data analysts, product.
• Directed two full cycle 2015 M&A transactions representing +$36M revenue and +200 employees
• Directed concurrent $41M balance sheet recapitalization with several private equity groups and banks
• Exited nonperforming e-commerce initiative resulting in annual cost savings of $1.5M
• Created multivariate customer value classification model isolating 95% of enterprise revenue and gross profit
• Designed multiple model types for planning revenue growth, hiring and expense planning

Clearwater, FL, US

• Personally recruited away from Harborlight Capital. Directed F&A, overseeing budgeting, financial planning, accounting and capital reorganization
• Recapitalized $8M preferred equity with $40M from several private equity firms and banks
• Responsible for $60M budget planning, reporting and variance analysis
• Created customer credit scoring model systematically extending $30M to >1,500 accounts, while also re-engineering collection process, resulting in improved DSO from 45 to 28 days, bad debt from 28% to 2% of AR and.
• Actively trained and periodically worked front-line warehouse and facilities positions (receiving, finishing, picking, packing, shipping, cycle counts, etc ) while leading team by example. Team achieved multiple.
• Directed annual ISO-9000 audits, receiving three perfect enterprise quality scores

Valuation specialist among team of 10 investment bankers. Raised approximately $500 million of public and private equity and debt. Tampa-based raises: Vology, Inc., NorthStar Bank (acquired by Seacoast Bank), Prepared Insurance, Homeowners’ Choice Insurance (now HCI Group, NYSE:HCI), Romark Pharmaceuticals, UTEK and others.Licenses and professional.

Master Of Business Administration (Mba), Economics And Finance, Marketing, Operations Management

Executive Education, Forensic Accounting For Equity And Credit Analysts

Bachelor Of Business Administration - Bba, Economics

Master Of Business Administration - Mba, Accounting And Finance